Mapletree Logistics Trust Could Trim China Exposure -- Market Talk

Dow Jones

01/30

0103 GMT - Mapletree Logistics Trust could trim its exposure to China by selling properties to its sponsor's upcoming logistics-focused fund, says UOB Kay Hian's Jonathan Koh in a note. The Chinese market's drag on Mapletree Logistics' growth in rental rates moderated in 3Q, but the outlook for assets in eastern China remains challenging due to elevated vacancy, says Koh. Chinese consumer spending is also likely to be soft given a weak labor market and more households pivoting away from big-ticket purchases, he adds. Meanwhile, the continued strength of the Singapore dollar could pose further headwinds, weighing on the trust's overseas logistics properties. UOB Kay Hian maintains its hold rating and S$1.38 target price. Units are flat at S$1.37.(megan.cheah@wsj.com)

(END) Dow Jones Newswires

January 29, 2026 20:03 ET (01:03 GMT)

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The Chinese market's drag on Mapletree Logistics' growth in rental rates moderated in 3Q, but the outlook for assets in eastern China remains challenging due to elevated vacancy, says Koh. Chinese consumer spending is also likely to be soft given a weak labor market and more households pivoting away from big-ticket purchases, he adds. Meanwhile, the continued strength of the Singapore dollar could pose further headwinds, weighing on the trust's overseas logistics properties. UOB Kay Hian maintains its hold rating and S$1.38 target price. Units are flat at S$1.37.(megan.cheah@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 29, 2026 20:03 ET (01:03 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Mapletree Logistics Trust Could Trim China Exposure -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMapletree Logistics Trust Could Trim China Exposure -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-01-30 09:03</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0103 GMT - <a href=\"https://laohu8.com/S/M44U.SI\">Mapletree Logistics Trust</a> could trim its exposure to China by selling properties to its sponsor's upcoming logistics-focused fund, says UOB Kay Hian's Jonathan Koh in a note. The Chinese market's drag on Mapletree Logistics' growth in rental rates moderated in 3Q, but the outlook for assets in eastern China remains challenging due to elevated vacancy, says Koh. Chinese consumer spending is also likely to be soft given a weak labor market and more households pivoting away from big-ticket purchases, he adds. Meanwhile, the continued strength of the Singapore dollar could pose further headwinds, weighing on the trust's overseas logistics properties. UOB Kay Hian maintains its hold rating and S$1.38 target price. Units are flat at S$1.37.(megan.cheah@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 29, 2026 20:03 ET (01:03 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0577902371.SGD","symbol_name":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (SGD) ACC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2607206321","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2607206321","pubTimestamp":1769734980,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0103 GMT - Mapletree Logistics Trust could trim its exposure to China by selling properties to its sponsor's upcoming logistics-focused fund, says UOB Kay Hian's Jonathan Koh in a note. The Chinese market's drag on Mapletree Logistics' growth in rental rates moderated in 3Q, but the outlook for assets in eastern China remains challenging due to elevated vacancy, says Koh. Chinese consumer spending is also likely to be soft given a weak labor market and more households pivoting away from big-ticket purchases, he adds. Meanwhile, the continued strength of the Singapore dollar could pose further headwinds, weighing on the trust's overseas logistics properties. UOB Kay Hian maintains its hold rating and S$1.38 target price. 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The Chinese market's drag on Mapletree Logistics' growth in rental rates moderated in 3Q, but the outlook for assets in eastern China remains challenging due to elevated vacancy, says Koh. Chinese consumer spending is also likely to be soft given a weak labor market and more households pivoting away from big-ticket purchases, he adds. Meanwhile, the continued strength of the Singapore dollar could pose further headwinds, weighing on the trust's overseas logistics properties. UOB Kay Hian maintains its hold rating and S$1.38 target price. Units are flat at S$1.37.(megan.cheah@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  January 29, 2026 20:03 ET (01:03 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}